GWA
Guidant Wealth Advisors’s FlexShares Morningstar US Market Factors Tilt Index Fund TILT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $18K | Hold |
150
| – | – | 0.01% | 229 |
|
2019
Q2 | $18K | Hold |
150
| – | – | 0.01% | 230 |
|
2019
Q1 | $17K | Hold |
150
| – | – | 0.01% | 235 |
|
2018
Q4 | $15K | Hold |
150
| – | – | 0.01% | 181 |
|
2018
Q3 | $17K | Hold |
150
| – | – | 0.01% | 127 |
|
2018
Q2 | $17K | Hold |
150
| – | – | 0.01% | 126 |
|
2018
Q1 | $16K | Hold |
150
| – | – | 0.01% | 129 |
|
2017
Q4 | $17K | Buy |
+150
| New | +$17K | 0.01% | 126 |
|
2017
Q3 | – | Sell |
-150
| Closed | -$15K | – | 227 |
|
2017
Q2 | $15K | Buy |
+150
| New | +$15K | 0.01% | 181 |
|